John Mckinney is a registered investment advisor at Mckinney Asset Management INC., based in Atlanta, GA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $4.5M | 1.00% |
| $4.5M - $7.5M | 0.75% |
| $7.5M+ | 0.40% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
3350 Riverwood Pkwy SE Suite 1900, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mckinney Asset Management INC.
Previous Registrations
Mckinney Asset Management INC.
State Registrations3 states
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